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U.S. markets are set to be driven by Nvidia’s earnings report, with stock futures edging higher as investors focus on the chipmaker’s results and outlook amid elevated expectations.

Stock futures are edging higher as traders position ahead of Nvidia’s earnings, which are seen as a major catalyst for the market.
Nvidia faces very high expectations, with analysts and options data suggesting the stock could make a large move if results surprise.
Several market strategists say the current AI boom still has room to run, with some calling it an early-stage story rather than a finished trend.
Software stocks are showing signs of a mini bull market, and some traders expect further upside in the group.
Trivariate Research highlights dividend growth stocks as a defensive idea for weaker markets, especially if volatility picks up.
Markets are also watching interest-rate and bond moves, with rising long-term yields pressuring assets and forcing investors to rethink Fed expectations.
Foreign demand for U.S. Treasurys is weakening as Japan and China reduce exposure, adding to concerns about global capital flows.
Several company-specific stories are in focus, including raised guidance from CAVA and Keysight, plus trading ideas around Constellation Brands and other stocks.
AI competition and job disruption remain a major theme, with new hiring, new labs, and warnings that automation may reshape finance and other sectors.
Geopolitical and trade tensions continue to influence markets, with oil, currencies, defense, and Asia-related headlines all feeding uncertainty.

Hong Kong stocks were lifted by upbeat AI and financial-sector news, with HSBC highlighting strong Hong Kong investment opportunities and Alibaba unveiling a full-stack AI upgrade that could support market sentiment.

Hong Kong property sentiment improved slightly: the Centaline Broker Index rose by 0.21 points for a second straight week, while several housing deals showed strong price gains.
China’s major banks and insurers signaled confidence: Bank of China redeemed a capital bond, while Ping An’s executives said the company’s share price should ultimately return to its intrinsic value.
China, the US, and Russia featured in major geopolitical and trade updates: China said it would quickly lock in and implement economic and trade outcomes with the US, and China and Russia signed 20 cooperation documents in trade and other fields.
Hong Kong is pushing RMB internationalization: the city outlined four key directions to advance the global use of the renminbi.
AI cooperation is accelerating across Asia: Singapore signed AI collaboration agreements with Google and OpenAI, and Alibaba said it is upgrading its full-stack AI strategy toward the agent era.
Market analysts remained active on major stocks: firms such as HSBC, Baidu, Samsonite, SK Hynix, and Alibaba received updated broker calls, with AI and financing advantages highlighted as key valuation drivers.
Hong Kong financial and household pressure remain notable: surveys showed many Hong Kong and Macau residents feel financial stress, while many Hong Kong investors still keep a large share of wealth in cash.
Technology and semiconductor themes stayed hot: local reports covered SMIC, Hua Hong, storage-chip IPO progress, and strong trading in memory and semiconductor-related shares.
Mainland capital markets saw heavy activity: A-shares rebounded, semiconductor stocks surged, ETF money flowed into broker-related funds, and new IPO and reform milestones continued to emerge.
Broader industrial and consumer trends were mixed: new-energy vehicle prices are rising, AI and robotics are moving deeper into manufacturing, and consumer platforms like iMoutai and Trip.com are seeing strong retail demand and promotions.

Tokyo stocks fell 746 points to 59,804.41, slipping below the 60,000 mark for the first time in about three weeks as investors worried about rising interest rates and higher oil prices.

Mizuho Bank will invest in Rakuten Bank on October 1, raising its stake to 5.81%, with possible collaboration in corporate lending and disaster response.
Japan’s long-term interest rate fell to 2.785%, down 0.015 points from the previous day, as expectations of a Bank of Japan rate hike strengthened.
Sumitomo Mitsui Banking Corporation and Toshiba are developing a new stock index using quantum technology to help reduce losses during sharp market declines.
The Tokyo Stock Exchange closed down 746 yen at 59,804.41 yen, falling below the 60,000-yen level for the first time in about three weeks.
Prime Minister Takaichi said she takes seriously a proposal from Yuichiro Tamaki of the Democratic Party for the People to review gasoline subsidies.
Nishi-Nippon City Bank’s “BeReal” data leak incident led to a lesson that employees should be banned from bringing personal smartphones to work.
The Tokyo market again slipped below 60,000 yen after about three weeks, at one point dropping more than 1,200 yen as investors worried about rate increases tied to higher oil prices.
The G7 agreed to cooperate on advanced AI measures and to diversify supply chains for critical minerals in a joint statement from the finance ministers’ meeting.
The yen traded in the 159-yen range against the dollar in New York, pressured by rising U.S. long-term interest rates and stronger yen selling.
Economy, trade and industry minister Akazawa will visit China for the APEC trade ministers’ meeting to discuss AI and WTO reform, while other business stories covered rice oversupply, farmed eel sales, a new food brand, and tighter watch on troublemakers at shareholder meetings.

The biggest crypto market event is Trump ordering a government and Fed review of crypto firms’ access to payment rails, which could reshape how digital assets connect to the banking system.

Germany’s AllUnity is launching a Swedish krona stablecoin and expanding into AI-driven payment use cases.
A pan-European stablecoin initiative has grown to 37 banks as it tries to reduce reliance on U.S. dollar stablecoins.
Bitcoin, Ether, and XRP bounced back after the Senate limited Trump’s authority over Iran-related war powers.
Non-dollar stablecoins still hold less than 0.5% of the market, showing how hard it is to challenge dollar dominance.
Bitcoin is dropping while bond yields rise, but its implied volatility remains unusually low, suggesting muted panic.
Trump has ordered a review of how crypto firms access payment rails, potentially affecting banking and payments access.
Experts warn that even a large pile of U.S. Treasury bills may not protect Tether or Circle from a sudden liquidity shock.
K33 says this bitcoin bear market looks different because traders are already very pessimistic, which may limit further downside.
Zerohash is seeking new funding at a valuation above $1.5 billion after Mastercard reportedly backed away from investing.
Bitwise says Hyperliquid’s HYPE token is one of the most undervalued assets in crypto right now.

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